+875.3%
HII price history and return analytics
+337.1%
+538.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.4% |
| 7D | -8.9% | -2.3% | -6.6% | -7.3% |
| 30D | +10.8% | -5.0% | +15.7% | +14.9% |
| 3M | -9.8% | -4.9% | -5.0% | -6.6% |
| 6M | -8.8% | -1.5% | -7.3% | -8.1% |
| YTD | -14.1% | +8.5% | -22.5% | -19.6% |
| 1Y | -3.9% | +11.4% | -15.3% | -11.7% |
| 3Y | +31.0% | +70.1% | -39.1% | -13.0% |
| 5Y | +65.8% | +53.7% | +12.0% | +17.2% |
| 10Y | +138.5% | +220.0% | -81.5% | -4.9% |
| All | +875.3% | +337.1% | +538.2% | +223.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling